Temp to Perm

Administrative Assistant

Posted on 16 February 23 by Mark Apruzzese

  • East Hanover, NJ
  • 55000 - 60000 per Year
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Job Description

Our client, located in East Hanover – a Financial Services Firm, has an exciting opportunity for a Client Service Associate to join their team.  Wonderful family type culture and a great place to work.  This is a temp-perm opportunity.

 

In this role the CSA will:

  • Assist the Financial Advisor in client meetings
  • Assist clients with task completion and ensuring overall satisfaction from the client (so as to gain referrals)
  • Completion of Client paperwork
  • Data Entry - Inputting portfolio sheets into the system
  • Ensure monthly cash disbursements are funded for the clients
  • Preparation of monthly investment reports

 

Ideal Candidate will:

  • Have minimum 5 years in the Banking/Financial Industry
  • Understand financial terms and be able to differentiate between various financial products and services
  • Be able to communicate effective by phone with clients and financial partners
  • Be able to take direction from multiple people and prioritize
  • Be detail oriented and have strong time management
  • Have strong listening skills, think independently and critically
  • Have an overall passion for working with people and the business

 

Bachelors Degreed preferred

Knowledge of MS Office Suite required

Job Information

Rate / Salary

55000 - 60000

Sector

Financial Services/Banking/Insurance

Category

Not Specified

Skills / Experience

Not Specified

Benefits

Not Specified

Our Reference

JOB-2201

Job Location